See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,566 | $148,534-81.4% | $135,903-79.7% | $139,434-80.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 316.90% | 79.19%+237.7pp | 68.23%+248.7pp | 372.94%-56.0pp |
| Employer contribution / active EE | $1,678 | $5,243-68.0% | $4,856-65.5% | $4,751-64.7% |
| Participant deferral / active EE | $23,458 | $8,100+189.6% | $7,758+202.4% | $6,710+249.6% |
| Admin fee / account holder | $80 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |